Roblox is benefitting from unit economies, with bookings growth outpacing the growth in fixed growth. I expect Roblox to exceed management’s full-year guidance for bookings and free cash flow.

Roblox exhibits ultra-high-quality business traits: rapid growth, strong brand equity, minimal marketing needs, low CAPEX, and potential for attractive future capital distributions. The company’s ...

Louisiana is suing Roblox for endangering children with its online gaming platform. The state accuses Roblox of prioritizing profits over child safety. Roblox doesn't actually have any profits.